Simplicity Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,992	Closed	-$1.23M	–	846
2024 Q2	$1.23M	Sell	3,992 -171	-4%	-$52.8K	0.03%	469
2024 Q1	$1.25M	Buy	+4,163	New	+$1.25M	0.03%	459